Box 1—Total payments from any source received by an eligible educational institution in 2019 for qualified tuition and related expenses less any reimbursements or refunds made during 2019 that relate to payments received during 2019. Please note the amount in Box 1 will NOT equal to or sum to the charges paid for calendar year 2019 because all charges are not considered qualified tuition and related expenses as defined by the Internal Revenue Service. For example, Health Services fees are not qualified.
Note: If you registered for and paid for Spring 2019 classes in 2018, those payments will not be included on the 2019 1098-T. Also, if you register and pay for Spring 2020 classes in 2019, those payments will be included on the 2019 1098-T.
Box 4—It is the amount of any adjustments made for a prior year for qualified tuition and related expenses that were reported on a prior year Form 1098-T. This amount may reduce any allowable education credit you may claim for the prior year. See Form 8863 or the IRS Pub 970 for more information. This box will be blank for 2019 as 2019 is the first year the University has reported payments.
Box 5—Includes the total of all scholarships or grants administered and processed by the university. Spring 2020 scholarships or grants awarded in 2019 will appear in Box 5 and Box 1.
Box 6—The amount of any adjustments made for prior year scholarships or grants that were reported on a prior year Form 1098-T. This amount may reduce any allowable education credit you can claim for the prior year.
Box 7—Will be checked if the amount in Box 2 includes amounts for an academic period beginning January–March 2020. See the IRS Pub 970 for how to report these amounts.
Box 8—Indicates whether you are considered to be carrying at least one-half the normal full-time workload for your course of study.
Box 9—Indicates whether you are considered to be enrolled in a program leading to a graduate degree, graduate-level certificate, or other recognized graduate-level educational credential.
Box 10—Will always be blank on any 1098-T form you receive.